Patrick Recker (CRD# 7792083) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Keenan Financial | Boston, MA | Aug 2023 - Current | < 1 |
Chips Place LLC | Hannawa Falls, NY | Oct 2022 - May 2023 | < 1 |
Tradesman Contracting LLC | Rensselaer Falls, NY | Jun 2022 - Aug 2022 | < 1 |
Unemployed | Canton, NY | Oct 2021 - May 2022 | < 1 |
Sankaty Head Golf Club | Siasconset, MA | Sep 2020 - Sep 2021 | 1 |
Unemployed | Canton, NY | Sep 2019 - Aug 2020 | < 1 |
Woodcrest Dairy LLC | Lisbon, NY | May 2016 - Aug 2019 | 3 |
Canton Middle School | Canton, NY | Aug 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- MA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,096ACCOUNTS
-
Average Account Value$93,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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